Channels and direct messages
Keep team-wide conversations and private colleague conversations inside the workspace.
CRM + TEAM CHAT
CRM and team chat in the same workspace.
Customer work moves faster when the internal conversation is not trapped in a separate app. Leadsaro keeps Team Chat close to leads, clients, cases and daily work.
No credit card required for the free-trial flow.
Why this workflow matters
A salesperson needs input from operations before replying. Open a focused conversation, share the relevant customer context and keep replies in a thread so unrelated channel messages do not bury the discussion.
Files, images and threads
Share working material, open sent images and keep detailed replies attached to the message they belong to.
Calls without leaving the work
Start one-to-one voice or video calls and share your screen while the CRM stays available.
What you can do in Leadsaro
✓Workspace channels
✓Direct messages
✓Message threads
✓File and image sharing
✓One-to-one voice/video calls
✓Screen sharing
Discuss a customer question with a colleague
A salesperson needs input from operations before replying. Open a focused conversation, share the relevant customer context and keep replies in a thread so unrelated channel messages do not bury the discussion.
- Find the customer record and identify the question.
- Use a direct message or channel thread for internal discussion.
- Record the agreed next action in the customer follow-up.
What to check in your trial
Measure how long internal questions remain unanswered.
Illustrative workflow, not a customer result. Feature availability depends on your plan.
Connected to the rest of the workspace
This workflow does not sit on its own. Leadsaro is designed so CRM, customer service, Team Chat, Knowledge, Dayflow and workforce visibility can remain part of the same operating context.
CRMOpportunitiesCasesTeam ChatKnowledgeDayflow
Frequently asked questions
Can I open images sent in Team Chat?
Yes. Sent images can be opened in a larger preview.
Does Leadsaro support threads?
Yes. Replies can stay attached to the original message instead of filling the main conversation.
Does Leadsaro already support group video calls?
Not yet. The current call engine supports one-to-one voice/video calls and screen sharing.
One workspace. Less switching.
See how Leadsaro connects customer work, team communication and daily operations for your company.